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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,210 | $162,136+104.3% | $152,301+117.5% | $154,746+114.0% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 21.40% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $15,849 | $4,890+224.1% | $4,624+242.7% | $4,379+261.9% |
| Participant deferral / active EE | $12,759 | $8,341+53.0% | $8,004+59.4% | $6,730+89.6% |
| Admin fee / account holder | $3,542 | $15,759-77.5% | $14,398-75.4% | $14,365-75.3% |